A biomechanical assessment of modular and monoblock revision hip implants using FE analysis and strain gage measurements
© Bougherara et al; licensee BioMed Central Ltd. 2010
Received: 9 February 2010
Accepted: 12 May 2010
Published: 12 May 2010
The bone loss associated with revision surgery or pathology has been the impetus for developing modular revision total hip prostheses. Few studies have assessed these modular implants quantitatively from a mechanical standpoint.
Three-dimensional finite element (FE) models were developed to mimic a hip implant alone (Construct A) and a hip implant-femur configuration (Construct B). Bonded contact was assumed for all interfaces to simulate long-term bony ongrowth and stability. The hip implants modeled were a Modular stem having two interlocking parts (Zimmer Modular Revision Hip System, Zimmer, Warsaw, IN, USA) and a Monoblock stem made from a single piece of material (Stryker Restoration HA Hip System, Stryker, Mahwah, NJ, USA). Axial loads of 700 and 2000 N were applied to Construct A and 2000 N to Construct B models. Stiffness, strain, and stress were computed. Mechanical tests using axial loads were used for Construct A to validate the FE model. Strain gages were placed along the medial and lateral side of the hip implants at 8 locations to measure axial strain distribution.
There was approximately a 3% average difference between FE and experimental strains for Construct A at all locations for the Modular implant and in the proximal region for the Monoblock implant. FE results for Construct B showed that both implants carried the majority (Modular, 76%; Monoblock, 66%) of the 2000 N load relative to the femur. FE analysis and experiments demonstrated that the Modular implant was 3 to 4.5 times mechanically stiffer than the Monoblock due primarily to geometric differences.
This study provides mechanical characteristics of revision hip implants at sub-clinical axial loads as an initial predictor of potential failure.
About 150,000 total hip arthroplasty (THA) surgeries are performed each year in the United States . This is the most common surgical treatment for hip osteoarthritis and rheumatoid arthritis, which may begin as a complex mechano-chemical degenerative cascade . Subsequent revision hip arthroplasty may be necessitated by component dislocation, protrusion, malalignment, wear, fracture, loosening, sepsis, and/or osteolysis of the original implant .
During revision hip surgery, the primary hip implant is removed, and the femoral canal is reamed to a deeper point to receive the longer stems of a revision hip implant, which sometimes compensates successfully for bone loss due to surgery, trauma, or pathology. Bone grafts may also be used to augment bone during revision. The aim of revision surgery is to relieve pain and restore proper hip function. A challenge faced by surgeons in revision arthroplasty is adequate fixation of the new implant because of the loss of femoral bone stock incurred due to initial trauma, primary hip implant surgery, or pathology.
Revision hip stems are usually constructed of a single piece of titanium or cobalt-chrome alloy onto which a spherical femoral head is subsequently mounted. New modular stem implants have been recently developed consisting of perfectly interlocking proximal and distal components [4–9]. The Zimmer Modular Revision Hip System (Zimmer, Warsaw, IN, USA) has been assessed clinically and radiographically with good results with respect to pain, stiffness, function, and subsidence, with few complications related to dislocation, infection, and intra-operative femur fracture, albeit for short follow-up times of 2 to 5 years [10, 11]. No study to date has quantitatively assessed this implant for mechanical behavior.
The present aim was to compare the mechanical characteristics of two revision hip stems, namely, an interlocking two-piece Modular hip implant versus a traditional-type single-piece Monoblock hip implant. A finite element (FE) model of both hip stems was developed to assess strain and stress distribution under sub-clinical static axial loads and compared to mechanical tests. Present results may provide preliminary information to clinicians in deciding whether modular or single-piece devices are preferred for a specific patient group.
Modular and Monoblock hip implants
Finite element (FE) models
CAD model of hip implants
SolidWorks 2007 CAD software (SolidWorks Corp., Dassault Systèmes Concord, MA, USA) was used to create a solid model of the Modular and Monoblock hip implants. Models of the implant system were created in SolidWorks. All models of the implant were generated based on the geometries of specimens used in the experimental trials (see Experimental Methodology below).
CAD model of synthetic femur
The CAD model of the large left Third Generation Composite Femur (Model No. 3306, Pacific Research Labs, Vashon, WA, USA) was developed earlier [14–16]. Computerized tomography (CT) scans were performed every 0.5 mm along the synthetic femur and exported in SolidWorks CAD software. The CAD model contained surfaces representing cortical and cancellous bone, but had no intramedullary canal. The canal was created by cutting away cancellous bone. The femur had a proximal step-like section removed of 95 mm distal-proximal length and 16 mm medial-lateral width. This simulated traumatic, pathological, or surgically-generated bone loss during or following total hip replacement surgery in scenarios where there may be no supportive proximal femoral bone and the diaphyseal structural support is compromised or minimal. This may be augmented by a bone graft in order to restore the greater trochanter and/or abductor muscle attachment.
Although the FE model of the femur could have been based on CT scans of a human femur, the authors chose to use a synthetic femur for the following reasons, namely, the synthetic femur's mechanical properties have been validated against human femurs previously, the FE model of the synthetic bone was already available to the authors, the inter-specimen uniformity of the synthetic femurs would allow for ease-of-comparison to future FE and experimental studies using this often-used commercially-available synthetic bone, and the ease-of-storage and lack of degradation of the synthetic bone permitted the authors to frequently re-examine the bone itself during the study, unlike cadaveric material.
Prior experimental validation of the same FE model of the femur itself showed only moderate average differences between experimental and FE values for axial stiffness (0% difference; cortical bone E = 9.1 GPa; intact femur), torsional stiffness (3.3% difference; cortical bone E = 9.1 GPa; intact femur), medial surface strain (10% difference; cortical bone E = 10 GPa; intact femur), and medial surface strain (10.9% difference; cortical bone E = 10 GPa; instrumented femur).
The same geometry and material properties for the femur were used in previous works [15, 16]. In addition, the same tetrahedral elements of identical shape and size were employed to mesh the femur. Mesh sensitivity was done on the model using a Workbench mesh tool called "relevance", which indicates the minimum number of elements (coarse mesh, 0% relevance) to maximum number of elements (very fine mesh, 100% relevance) possible to discretize the femur. A preliminary investigation showed that an 80% mesh relevance model of the femur had stress and strain values less than 1% different from a 100% mesh relevance model of the femur. Thus, an FE femur model with 80% relevance was used presently. The number of total elements used, of course, was different from previous works because the present model required removing proximal bone to accommodate the total hip stems.
The femur-implant systems (Construct B) were created in SolidWorks by assembling the individual models of the femur, the implant, the cement square fixation block, and the flat plate load applicator. The assembly was exported to ANSYS Workbench 11.0 for FE analysis. The WorkBench "simulation" module automatically generates contact between the assembled surfaces. CONTA174 in ANSYS is a three-dimensional 8-node surface-to-surface contact element that was used in this study. This type of contact element was located on a deformable surface of a three-dimensional solid element that contacts and slides on a target surface, i.e., TARGE170 in this study. CONTA174 had three degrees of freedom at each node, namely, translations in the nodal x, y, and z directions. It had the same geometric characteristics as the solid element face with which it was connected. Contact occurred when the element surface penetrated its associated target element, i.e., TARGE170. CONTA174 and TARGE170 shared the same real constants. All contact elements were set to fully bonded, which in reality is equivalent to a coefficient of friction of 1. Bonded contact was used to simulate full bony ongrowth and long-term mechanical stability.
The FE model of the flat plate load applicator was created using a 20-node structural solid containing 52791 nodes and 11924 elements (Figure 2). It was assigned material properties of steel (E = 200 GPa, ν = 0.3). The flat plate had a 20 mm thickness and a 70 mm diameter. A force defined by a vector was applied on the top surface of the flat plate, resulting in a 700 or 2000 N axial load. These loads acted to apply a vertical force onto the metallic femoral ball of both hip implants. The movement of the flat plate was restricted in all directions, except in the vertical direction. This arrangement was used for both Constructs A and B.
Meshing and material properties
ANSYS Workbench 10.0 was used to generate meshes. For Construct A, the number of nodes and elements was 41098 and 29436 (Modular) and 33270 and 23744 (Monoblock). For Construct B, the number of nodes and elements was 52121 and 39423 (Modular) and 61577 and 45847 (Monoblock). Body elements included 10-node quadratic tetrahedrons for cortical bone, cancellous bone, and implants, and a 20-node quadratic hexahedron for the axial force applicator. Contact elements were quadratic triangular for cortical bone, cancellous bone, and implants, and quadratic quadrilateral for the axial force applicator. Synthetic femurs were isotropic and linearly elastic, with material properties for cortical (E = 10 GPa, ν = 0.3) and cancellous (E = 206 MPa, ν = 0.3) bone based on prior studies [14–16]. Young's Modulus for cortical bone (E = 10 GPa) was an average of compressive (7.6 GPa) and tensile (12.4 GPa) values . The Modular stem is made from a titanium-based substrate that has been surface hardened but whose properties are proprietary information (U.S. Patents 5,192,323 and 5,326,362) and Ti-6Al-4V, a well-known industrially used titanium-based product. The Monoblock stem, however, is manufactured solely from Ti-6Al-4V. Titanium-based alloys have a typical Young's modulus range of 100 to 120 GPa. Thus, material properties for both of these titanium-based implants were set in the middle of the range for titanium alloy (E = 110 GPa, ν = 0.36). The femoral balls were set for cobalt-chrome (E = 200 GPa, ν = 0.3).
FE analysis was done using ANSYS Workbench 10 suite to replicate experimental conditions. For Construct A, experimental cement potting of the hip stems was mimicked in the Simulation utility by constraining the distal 25 mm of the stem lengths. For Construct B, the displacement of the distal end of the femur was restrained by assigning displacement restrictions on the distal faces of the femur. Vertical forces were applied at the face of the applicator with motion restricted in all but the axial direction (i.e., z-axis). Bonded contact was modeled between all contact surfaces, namely, bone-implant, implant-cement, and implant-implant interfaces. Also, the contact region between the vertical load applicator and cobalt-chrome femoral ball was bonded with no slipping. The FE models for Construct B (hip stems implanted into femurs) mimicked the long-term stability of the implants. The bone-implant interfaces, modeled as fully bonded, would be representative of the bony ongrowth around the hip stems that would be expected to occur over the long-term.
General test parameters
Hip implant preparation
Distal ends of the hip prostheses were placed into square steel chambers filled with cement. Implants were positioned vertically and inserted so the working lengths were 225 mm. Implants were instrumented with 350 Ohm linear strain gages (Model CEA-06-125UW-350, Vishay Measurements Group, Raleigh, NC, USA). Each prosthesis had 8 gages fixed along medial and lateral surfaces. Because of differing geometries and surface texturing of the implants, strain gage locations could only be placed approximately at corresponding points. Wire leads from each gage were attached to an 8-channel Cronos-PL data acquisition system (IMC Mess-Systeme GmbH, Berlin, Germany). FAMOS V5.0 software (IMC Mess-Systeme GmbH, Berlin, Germany) was used for data storage and analysis.
Experiments were performed using an Instron 8874 (Canton, MA, USA) with a capacity of ± 25 kN, a resolution of 0.1 N, and an accuracy of ± 0.5%. Hip implants had a cobalt-chrome femoral ball (diameter, 26 mm) and were distally secured with a vice. A vertical load was applied using a flat metal plate under displacement control (displacement ≤ 0.5 mm; rate = 5 mm/min; preload = 50 N). The slope of the "ramp-up" force-displacement curve was the axial stiffness. This was repeated three times, and an average value was computed.
Strain gage measurement
A second series of tests on each implant achieved 700 and 2000 N axial loads. Based on initial implant stiffness obtained earlier, a maximum deflection was computed and used to reach the desired axial force. Strain values were recorded for a minimum of 60 seconds and averaged with little variation during this period. Tests were done with the same preload and loading rate described earlier and were repeated three times at 700 and 2000 N axial forces to obtain average strain for each gage. Load control, though usually used to achieve a fixed force, was unstable at present; thus, all experiments were done with displacement control.
Percentage Difference Calculations
For the implant alone (Construct A), the absolute values of the differences between FE strains and experimental measurements were calculated as % difference = (FE strain - experimental strain)/experimental strain × 100. For the implant-femur configuration (Construct B), load sharing differences between the implant and the femur were computed from FE data as % difference = (implant peak strain - femur peak strain)/femur peak strain × 100 and % difference = (implant average stress - femur average stress)/femur average stress × 100, whereas the differences in implant peak stresses from FE were calculated as % difference = (Monoblock - Modular)/Modular × 100.
FE results for implant-femur configuration
Experimental results for implant alone
Strains for hip implant alone (Construct A) for validating the FE model.
Validating the FE model using experimental results
For Construct A, the percentage difference between the FE model and experimental strain at Locations 1 to 8 were calculated as described earlier. For the Modular hip implant data (Table 1), the average differences for Locations 1 to 8 at axial loads of 700 and 2000 N, respectively, were 3.8 ± 3.2% (range, 0-9.0%) and 2.4 ± 1.7% (range, 0.2-4.9%). For the Monoblock hip implant data (Table 1), the average differences for Locations 1 to 8 at axial loads of 700 and 2000 N, respectively, were 28.1 ± 25.4% (range, 1.1-58.6%) and 28.6 ± 28.7% (range, 0.1-58.1%), with an overall average difference of 28.3 ± 26.2%. However, the Monoblock FE model was much more predictive for proximal Locations 1, 2, 5, and 6 (average % difference = 3.2 ± 2.8%), rather than for distal Locations 3, 4, 7, and 8 (average % difference = 53.4 ± 4.2%).
FE model validation using experiments
The present three-dimensional FE model was validated experimentally for the hip implant alone (Construct A) at loads of 700 and 2000 N, showing reasonable agreement (Table 1). The Modular implant showed an overall average difference for all locations of 3.0% between FE and experimental values. The Monoblock device showed an average difference of 3.2% for the proximal Locations 1, 2, 5, and 6; however, the average difference was 53.4% for the distal Locations 3, 4, 7, and 8. This can be attributed to the medial slip of the femoral head under the load application plate that was visually observed (but not measured) during experiments, since motion was not constrained in this direction, causing exaggerated distal strains in the Monoblock device. This was not replicated in the FE model. In addition, it is likely that the lower stiffness Monoblock stem underwent medial slip more so than the higher stiffness Modular stem.
Modular versus Monoblock hip implants
For Construct A (Table 1), FE and experimental strains showed that the Modular implant was about 3 times mechanically stiffer than the Monoblock, and the stiffness measurements showed the Modular device to be 4.5 times stiffer. This was most likely due to the difference in geometry of the devices with respect to their cross-sectional diameters in the transverse plane for the distal two-thirds of their lengths, namely, Modular (range, 16.5 to 20.2 mm) and Monoblock (range, 15.4 to 16.3 mm) (Figure 1). The material properties of the stems were virtually identical, since they were both made from titanium-based alloys. In the FE model, in fact, both implants had identical material properties assigned to them. Higher implant stiffness may create an implant-femur construct with an increased stiffness that provides enhanced mechanical stability in the immediate post-operative situation, but it may create eventual femur stress shielding and bone loss . Conversely, lower device stiffness may result in increased load transfer to the host femur, subsequently stimulating bone ingrowth around the implant, minimizing bone loss due to resorption, and improving mechanical stability in the long-term [23–27].
For Construct B (Figure 6a and 6c), FE results showed that there was better overall load transfer to the whole femur and, thus, less load absorption by the Monoblock stem itself (0-75 MPa, excluding peaks) compared to the Modular implant (0-85 MPa, excluding peaks). Therefore, the Monoblock prosthesis might facilitate greater load transfer to the femur, potentially promoting increased bone ingrowth around the implant and reducing bone remodeling and resorption [23–27]. Conversely, the Modular device carried a greater amount of load, making it is less conducive to biomimetic performance in the patient femur. Moreover, the FE results identified a stress concentration on the stem at the modular junction of the Modular implant (Figure 7). This could make it susceptible to fracture clinically, in which the load levels may be elevated compared to that currently used, especially during higher impact activities which patients might choose to perform .
Comparison of strains to prior studies
No earlier studies have examined the mechanical characteristics of the present Modular and Monoblock implants. However, comparison of current results to prior experiments on primary hip prostheses may be instructive. Waide and colleagues  found that experimental compressive microstrains on the medial side peaked at 756 for Muller-Curved and 765 for Lubinus SPII hip prostheses cemented into synthetic femurs. Akay and Aslan  measured experimental peak microstrains for hip implants cemented into synthetic femurs, held in 20 deg of adduction, and compressed with a 3000 N axial force. They obtained microstrains of almost 4000 (medial) and 2500 (lateral) for a carbon-based composite implant and about 1200 (medial) and 900 (lateral) for a titanium alloy prosthesis. These are similar to experimental strains achieved at present for Construct A (Table 1) and for FE analysis strains for Construct B (Figure 5) at 2000 N. Even so, proper inter-study comparison is difficult because of the variety of implant materials, implant geometries, and experimental conditions used in the literature, resulting in a broad range of strain levels achieved on implant surfaces.
Prior clinical results showed no problems at the Modular junction, though follow-up was limited to 2 and 5 years [10, 11]. Other clinical results showed that the junction is a site for potential implant fracture, often being associated with proximal bone loss causing implant loosening and increased surface stresses [29, 30]. This agrees with maximum stem strains noted presently for the Modular device at its modular junction (i.e., at the proximal and distal interface) (Figure 5). This may lead to premature implant failure, especially at higher loads than those examined at present . The Modular device transferred higher loads to the distal half of the femur bone itself (0-7.5 MPa, including peaks) than the Monoblock device was able to achieve (0-6.9 MPa, including peaks) (Figure 6b and 6d). As confirmed clinically [31, 32], increased load transfer to the distal femur could cause bone densification around the distal implant tip and possible femur fracture. Conversely, the single-piece Monoblock implant had limited strain concentrations towards the proximal neck with increasing strains cascading down towards its distal end. This was punctuated by a peak stress at the distal-most medial point near the cement chamber. While this did not replicate a clinical scenario, it did suggest that the Monoblock device offered more anatomical loading than the Modular implant. Accordingly, the Monoblock prosthesis may have replicated the natural femur better, promoting superior load transfer.
Firstly, only axial compression tests were assessed. The hip device would clinically be exposed to dynamic forces exceeding the 700 and 2000 N used presently due to muscle action and activities of daily living [21, 33]. Given identical host bone quality, muscle activity, and soft tissue constraint, each of which have an influence on the dynamic forces and moments experienced by the bone-implant construct, it is anticipated that the relative performance reported of the Modular versus the Monoblock hip prostheses would be similar in a "real world" clinical scenario. However, the absolute values of stress and strain obtained at present may not be reflective of in vivo results. A direct biomechanical comparison between the stems in vivo would be required to demonstrate these postulations conclusively.
Secondly, the FE model used to assess Construct B assumed that the synthetic femur had linear isotropic mechanical properties. This simplified the analysis significantly. However, nonlinearity, anisotropy, and viscoelasticity may influence bulk mechanical behavior of the bones. Even so, comparison of FE analysis, synthetic femurs, and human cadaveric femurs previously performed by some of the authors  showed that linear behavior is a good approximation of the femurs in axial compression and torsion. Moreover, these assumptions have been used in the literature previously for synthetic femur FE modeling [14–16, 26].
Thirdly, FE analysis had limited success in assessing the experimental performance at the distal end of the Monoblock device for Construct A. This was likely due to the visual observation that the implant shifted medially under the load application plate, since motion was not constrained in that direction, thereby exaggerating distal strains. This was not replicated in the FE analysis. Moreover, it is possible that the lower stiffness Monoblock stem underwent such medial slip more so than the higher stiffness Modular stem. Nonetheless, the FE model was able to replicate all Modular strains and proximal Monoblock strains to within about 3% of experimental data.
Fourthly, the FE model mimicked long-term bone ongrowth around the stem and mechanical stability by employing bonded contact at all implant-bone, implant-cement, and implant-implant interfaces, i.e., bone absorption/apposition was neglected. However, in actuality, ongoing bone remodeling over the life span of the implant will alter implant-femur biomechanics. The current FE model, in effect, only assessed the biomechanical situation at one time point during the service life of the hip stem.
Fifthly, equivalent Von Mises strains from FE analysis were used for comparison to experimental values from uniaxial linear strain gages. It could be suggested that a more appropriate technique would have been to compare only FE principal strains with linear strain gage results. However, it must be noted that the current approach has been used by some of the present authors and others in prior studies of bone-implant biomechanics [15, 16]. Moreover, the strain gages are physically large, so that they actually detect the average surface strain over a given area, which is different than the principal strain at a specific point. Furthermore, comparing equivalent Von Mises strains from FE with experimental values may have been especially appropriate for slightly curved surfaces, i.e. Locations 1, 2, and 5, since the slightly curved uniaxial strain gages were essentially providing an average reading of strain along the length of an arc. Ideally, however, rosette-type strain gage setups may be able to provide more exact experimental readings for comparison to Von Mises strains from FE analysis, especially when circumferential strains are also of interest [19, 20].
Finally, this study combined into an FE implant-femur model (Construct B) separate FE models for the hip implants alone presently and the synthetic femur from prior investigations [14–16]. Although individual implant and femur FE models have been validated, future work may ideally include experimentally testing an actual implant-femur construct. The reason the present authors performed separate experimental validations of the FE models for the stems alone and the femur alone was a pragmatic one. Specifically, physically inserting hip stems into the synthetic femur canal would have made strain gage measurements along the surface of the hip stem itself extremely difficult experimentally because of the very fragile nature of strain gages (i.e. they easily peel or shear off) and the confined space inside the canal (i.e. there is little room to accommodate strain gage wiring).
In spite of these drawbacks, the main intention of this study was only to provide a preliminary assessment of the biomechanics of the Modular and Monoblock stems upon which more comprehensive future work may be built.
This is the first report of the biomechanical characteristics of these particular two-piece Modular and single-piece Monoblock revision hip implants. The FE model of the hip implant alone (Construct A) was predictive of experimental strains at all locations on the Modular device, but only for the proximal portion in the Monoblock device. Significant differences in FE strains of the two prostheses implanted in an FE femur model (Construct B) signified a greater amount of stress absorption by the Modular implant than in the Monoblock, suggesting that the host femur may carry more of the load when the Monoblock device is employed. A stress concentration on the Modular implant occurred at the modular junction, which may be susceptible to failure; however, no comparable potential failure points were identified on the Monoblock prosthesis. Experiments on Construct A showed that the Modular device was 3 to 4.5 times mechanically stiffer than the Monoblock.
List of Abbreviations
- Construct A:
- Construct B:
Pearson linear correlation coefficient
The authors thank Stryker (Mahwah, NJ, USA) and Zimmer (Warsaw, IN, USA) for donating the hip implants used in this investigation. The investigators also thank Kaveh Aminvaziri and Hooman Nouraei for drafting initial three-dimensional geometries of the implants.
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